Integrate Agendor with Workstack

Send information between Agendor and Workstack automatically, without writing any code, using Zoho Flow.

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Create a new project in Workstack for every deal won in your Agendor

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Workstack for every deal successfully closed in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new project in Workstack.
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Create a new project in Workstack for every deal won in your Agendor

Agendor + Workstack

Build your own integrations between Agendor and Workstack

Connect Agendor and Workstack with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agendor and Workstack using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

New todo list

Triggers when a new todo list is created in the selected project

New task

Triggers when a new task is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New project

Triggers when a new project is created

New meeting

Triggers when a new meeting is created for the selected user

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create person

Creates a person .

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

Create task

Creates a new task in the selected todo

Create project

Creates a new project

Create todo list

Creates a new todo list in the selected project

Create todo

Creates a new todo in the selected project

Create meeting

Creates a new meeting

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

CRM

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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